Adding Team Members

Invite colleagues to access your organization's Modalius account. Managers and administrators can add new team members and configure their access.

Who Can Add Users?

You need Manager or Admin permissions to invite new users.

How to Invite a User

1. Navigate to Users in the main menu
2. Click Invite User or Add User
3. Enter the person's first name, last name, and email address
4. Select whether they should be a Manager (optional)
5. Assign them to appropriate groups
6. Select which business units they should have access to
7. Click Send Invitation

What Happens Next

1. The user receives an email invitation
2. They click the link to set their password
3. Once registered, they can log in to Modalius

Managing Pending Invitations

After sending, you can manage pending invitations:

• Resend - Send the invitation again if the user didn't receive it
• Revoke - Cancel the invitation if sent to the wrong person
• Revitalize - Reset an expired invitation with a new link

Deactivating Users

If someone leaves or no longer needs access:

1. Find them in the Users list
2. Click on their name
3. Select Deactivate or Remove